A well-served family often works with many advisors, spread across several institutions and jurisdictions. Value is lost in the back-and-forth, the duplication and the scattered information.
We become your single point of contact. We know your files, we speak with your advisors, and we make sure each one has the right information at the right time.
Single point of contact
One address for your requests, which then mobilises the right people without requiring you to orchestrate it all.
Advisor coordination
Connecting and following up among bankers, lawyers, notaries, tax advisors and insurers around your priorities.
Onboarding the existing setup
We start from the ecosystem you have already built and integrate it, rather than replacing it.
Follow-up and memory
Rigorous tracking of deadlines, decisions and documents, for continuity that lasts over time.
Special requests
For established families, we take on certain special requests — travel, staff, exceptional purchases, special projects — as an extension of our coordination, and with discretion.
Household management
Day-to-day management of your residences: household staff, suppliers and subscriptions, maintenance and works, bills and budgets — discreet stewardship, in Switzerland and abroad.
Relocation and permits
Organising your arrival in Switzerland: coordination of permit formalities (B, C, G, L), registration with the authorities, schools, banks and insurers. We orchestrate the process with the authorities and, where needed, your lawyers — without replacing legal advice.
What families typically ask us to coordinate
Common situations, described in general terms. None refers to a particular family.
The situationSeveral banks, a lawyer, a notary and a tax adviser work for the family without talking to each other; each asks for the same documents.
Our roleA single point of contact who keeps the calendar, circulates the right information and prepares decisions, without replacing the existing advisers.
The situationThe next generation wants to understand how the wealth is organised before taking on responsibility for it.
Our roleA map of structures, mandates and roles, then a rhythm of family meetings that we prepare and document.
Your time protected
You keep control of decisions. We take on the coordination, the follow-ups and the flow of information among your advisors.
Execution, custody and asset management remain with your chosen regulated banks and asset managers. Ridger provides consolidation, reporting, coordination and administrative oversight. Ridger does not manage assets and does not provide investment advice.